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FORH vs DCOR

Formidable ETF vs Dimensional US Core Equity 1 ETF

FORH

Formidable ETF

Formidable Funds

Annual cost

1.19%

Fund size

$20M

DCOR

Dimensional US Core Equity 1 ETF

Dimensional Fund Advisors

Annual cost

0.14%

Fund size

$3.0B

Key differences

  • DCOR costs 1.05% less per year.
  • DCOR is significantly larger than FORH — larger funds tend to be more liquid and less likely to close.
  • FORH follows a option income strategy; DCOR uses multi strategy.

Side-by-side comparison

FORHDCOR
Annual cost (TER)1.19%0.14%
Fund size (AUM)$20M$3.0B
Since20212023
Dividend yield1.73%0.95%
Asset classalternativealternative
Regionnorth america
Strategyoption incomemulti strategy
CAGR 1Y+13.1%+29.0%
CAGR 3Y+3.7%N/A
CAGR 5Y+1.7%N/A
Sharpe 3Y0.08N/A
Volatility 1Y15.66%11.99%
Max drawdown-20.73%-19.10%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to FORH and DCOR